Once the goal of “carbon peak and carbon neutrality” was put forward, it immediately became a hot topic discussed by all walks of life, and became one of the investment themes closely followed by investors in the capital market. It is undoubtedly the most concerned “hot word” at the two sessions of the country that are being held. "one.

In his government work report this year, Premier Li Keqiang put forward: “Implement the nationally determined contribution target for climate change in 2030. Accelerate the green transformation of development methods, coordinate the promotion of high-quality economic development and high-level protection of the ecological environment, and reduce energy consumption per unit of GDP. Reduce carbon dioxide emissions by 13.5% and 18%, respectively.”

What is the "road map" for the next step?

When Premier Li Keqiang put forward the main expected development goals for this year, he further elaborated on this, “do a solid job in carbon peaking and carbon neutrality. Formulate an action plan for carbon emissions peaking by 2030. Optimize industrial structure and energy structure. Promote the clean and efficient use of coal, vigorously develop new energy, and actively and orderly develop nuclear power under the premise of ensuring safety. Expand the scope of the corporate income tax preferential list of environmental protection, energy saving and water saving, and promote the research and development and application of new energy saving and environmental protection technologies, equipment and products. Cultivate and expand the energy-saving and environmental protection industry. Accelerate the construction of a national energy rights and carbon emission rights trading market, improve the dual control system of energy consumption. Implement special policies for financial support of green and low-carbon development, and establish carbon emission reduction support tools." From this, it can be considered that the path to achieve the goal of "carbon peak and carbon neutrality" is becoming increasingly clear, and the next specific policy measures are worth looking forward to.

The truth is, the one who has the same desires wins. We know that on September 22, 2020, when President Xi Jinping delivered an important speech at the general debate of the 75th United Nations General Assembly, he stated that “China will increase its nationally determined contribution, adopt more powerful policies and measures, and strive for carbon dioxide emissions. Reach the peak before 2030, and strive to achieve carbon neutrality by 2060"; the communiqué of the Fifth Plenary Session of the 19th Central Committee of the Party clearly stated that by 2035, "green production and lifestyles will be widely formed, and carbon emissions will be steadily reduced after the peak. "; The 2020 Central Economic Conference will do a good job in carbon peaking and carbon neutrality as one of the eight key tasks in 2021. Subsequently, the central bank, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other ministries and commissions intensively made arrangements to accelerate the adjustment and optimization of the industrial structure and energy structure, promote coal consumption to peak as soon as possible, and vigorously develop new energy sources.

In this year's local two meetings, "carbon peak, carbon neutral" has become a high-frequency word in local government work reports, and some provinces have proposed specific "road maps." According to incomplete statistics, 20 provinces (cities) including Beijing, Shanghai, Tianjin, Jiangsu, and Fujian have clearly proposed to study and formulate action plans for carbon peaking. Shanghai, Guangdong, Zhejiang, Jiangsu, Hainan, Qinghai, Tianjin, Fujian, etc. 8 Provinces (municipalities) propose to take the lead in achieving carbon peaks, or to promote some cities and some industries to take the lead in achieving carbon peaks.

At the National Two Meetings that are being held, the delegates and committee members have also expressed their ideas on achieving "carbon peak and carbon neutrality".

Based on various information studies and judgments, "carbon peak and carbon neutrality" will be the deterministic investment theme for this year, during the "14th Five-Year Plan" period and beyond. China Securities Investment and other securities companies have recently issued research reports and predict that the central government will encourage and support the development of new energy, energy saving and environmental protection industries through industrial planning, policy guidance, tax incentives, and financial support.

A new trend worthy of attention is that on January 1 this year, the first compliance cycle of the national carbon market was officially launched, involving 2,225 key emission units in the power generation industry, that is, the power generation industry became the first key industry to be included in the national carbon market. Industry experts predict that energy-intensive industries such as petrochemicals, chemicals, building materials, iron and steel, nonferrous metals, papermaking, electric power, and aviation are also expected to be included in the future. In the future, under the guidance of the policy of “carbon peak and carbon neutrality”, power generation, steel and other industries may usher in key changes. Wind power, photovoltaics and other new energy and related industries will usher in a period of development opportunities; Energy vehicles and smart homes will be important directions for energy conservation and emission reduction.

The blueprint is drawn when the wind is vigorous, and when the sail is breaking through the waves. By consolidating the achievements of the defense of blue sky, clear water, and pure land, and promoting the green transformation of production and lifestyle, China will surely achieve the carbon peak and carbon neutral "30·60" target, and make its due contribution to the global response to climate change.

Article information source-Securities Daily


Disclaimer: Part of the public information collected on this website comes from the Internet. The purpose of reprinting is to convey more information and use it for network sharing. The content of the article is for reference only and does not constitute investment advice. If you find that there are works on the website that infringe your intellectual property rights, please contact us and we will modify or delete them in time.